With JKM now over US$20 / MMBTU, does anyone have any idea what spot exposure WPL have through Q1?
my thinking is a standard cargo is around 3.9m MMBTU, each spot cargo would then net around US$78m, a significant premium to my assumed long-term contract figure of ~US$20m (~US$5 / MMBTU)
keen to get a 2nd opinion on potential revenue windfall gain
WPL buy, page-1038
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